Assuredpartners Investment Advisors
SEC RegisteredPower through Partnership
About the firm
AssuredPartners Investment Advisors works with retirement plans every day, providing professional retirement plan and investment advice. The firm is dedicated to providing advisors with the tools necessary to meet their clients' needs — from asset management, to fiduciary governance and plan design optimization, to financial wellness.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
For businesses: retirement plans, fiduciary support, plan design, and investment analysis. For individuals: retirement accounts, wealth management, life insurance, and college savings. Additional services include compliance consultation, investment consulting, plan and fee benchmarking, investment policy statement preparation, participant education, and vendor relationship management.
Who they serve
Retirement plan sponsors (businesses) and individuals, including employees seeking retirement readiness
Leadership
Office locations
Advisors at this firm
33 advisors in the directory
Regulatory & compliance
Data as of September 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Assuredpartners Investment Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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